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Kotak Multi Factor Passive FOF - Regular- Growth

Kotak · Fund of Funds
Moderate
₹11.01
Current NAV
25 Jun 2026
26.3%
1Y Return
19.3%
3Y CAGR
16.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.53).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.03).
  • Very large asset base (AUM: ₹16,580 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (1.83%) which can affect compounding over long horizons.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.53
Sharpe Ratio
1.43
Beta
6.03
Alpha
1.88
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Fund Details
Fund House Kotak
Category Fund of Funds
AUM ₹16580 Cr
Expense Ratio 1.83%
Min SIP ₹500
Min Lumpsum ₹1000
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